Cramer picks Akamai as AI traffic stock to buy now
Jim Cramer of CNBC’s Mad Money said AI-driven web traffic is boosting stocks of internet infrastructure firms. Cloudflare, Akamai Technologies, and Fastly manage server networks to handle digital traffic, now surging due to AI agents. Cloudflare’s traffic from AI agents already exceeds human traffic, per CEO Matthew Prince, while Akamai announced a $11.6 billion deal with Anthropic for AI…
Key points
- Cloudflare’s AI traffic now surpasses human traffic, per CEO Matthew Prince
- Akamai secures $11.6 billion deal with Anthropic for AI workload capacity over seven years
- Cramer recommends Akamai as the only AI traffic stock to buy now, citing valuation
Cramer recommends Akamai as the only stock worth buying now, citing its valuation of under 16 times expected earnings. Cloudflare’s high valuation (279x earnings) and Fastly’s volatility (50x earnings) make them less attractive for immediate investment, per Cramer. He suggests waiting for pullbacks in Cloudflare and Fastly before buying.
The story so far
4 episodes →- Cramer picks Akamai as AI traffic stock to buy nowthis story
AI is a boon for 3 internet traffic cop stocks. Cramer says only 1 is a buy right now
CNBC Technology · 1 October 2026
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